What should I bring to an initial appointment?

Here is a helpful list of common documents and information that are particularly useful to provide with your initial meeting. First, try to gather the details related to the topics most important to you. Once you have organized your relevant financial records, begin thinking and outlining your thoughts about your current questions, concerns, and wishes for the future.

Requested Documents and Information

Preparing for Retirement	Social Security statement(s) Retirement account statement(s) Pension coverage details
Investments & Company Stock	Statement(s) for each investment account (stocks, bonds, mutual funds, ETFs, options, etc.), and Vesting schedule and benefit details where applicable
Insurance & Other Risks	Insurance coverage document(s) (ownership, coverage amounts, beneficiaries, cost, coverage term, etc.)
Income Tax Planning	Copies of recent income tax return(s), and Recent paystubs
Estate & Succession Planning	Copies of any current documents (Will, Powers of Attorney, Trust, etc.)
Current Income / Expenses	Annual or monthly spending estimate, and Statement(s) for each account with spending details (bank accounts, credit cards, etc.)
Debt / Liabilities	Statement(s) for each liability, or List of debts (balances, interest rates, minimum payment amounts)
Large Expenses	Briefly outline what your expected costs are and when you expect to pay